Horizons West Capital Partners, LLC
Horizons West Capital Partners, LLC (HWCP) is a boutique investment management and ETF specialist advisory firm providing the highest level asset allocation modeling, ETF Analytics, and multi-asset class/multi-strategy Hedged Income Managed Portfolio (Model Portfolio and Mutual Fund) expertise to the fast growing community of Financial Advisors.
HWCP was established in 2008 to serve as an “Outsourced” Chief Investment Officer to assist those forward looking Advisors perhaps unable to dedicate the considerable resources required to develop such essential capabilities in-house. Clients of HWCP draw on the multi-decade experience level of HWCP’s Founder, who in the past has provided investment advisory services to an assortment of high profile investors, including Fortune 100 business executives, multi-billion dollar international financial institutions, members of the Hollywood creative community, and a number of the world’s greatest athletes.
HWCP’s advisory consulting efforts are focused on providing best-in-class asset allocation modeling and ETF analytics/due diligence capabilities to the Financial Advisor community at a fraction of the true “avoided cost” incurred if an advisor attempted to create an equivalent level of expertise internally. HWCP works closely with its client partners and functions as a trusted and highly cost-effective resource dedicated to serving Advisors with the utmost in integrity and confidentiality.
HWCP Investment Management
For those Advisors seeking a more direct portfolio management solution, HWCP offers a specialized form of multi-strategy hedged income investing through a series of ETF based Model Portfolios currently available on leading third-party investment manager and custodian platforms. These “All-Weather” income based portfolios were launched in 2008 and seek to generate attractive levels of current income while still retaining considerable potential for long-term capital appreciation. The HWCP Model Portfolios are individually managed toward flexible risk targets in order to suit a wide range of investor risk tolerance preferences, and are designed with capital preservation as a primary investment consideration.
HWCP also serves as the Sub-Advisor to the Horizons West Multi-Strategy Hedged Income Fund, a 1940 Act mutual fund that seeks to essentially mirror the investment strategy of HWCP’s flagship moderate risk Balanced Model Portfolio by investing in a diverse collection of income-oriented multi-asset class/multi-strategy Exchange Traded Funds (ETFs).
Please click link below to go to the Horizons West Capital mutual fund website:
Horizons West Multi-Strategy Hedged Income Fund
An investor should consider the investment objectives, risks, and charges and expenses of the Fund carefully before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at www.ncfunds.com or by calling Shareholder Services at 1-800-773-3863. Read the prospectus carefully before investing.
An investment in the Fund is subject to investment risks, including the possible loss of some or all of the principal amount invested. There can be no assurance that the Fund will be successful in meeting investment objectives. Generally, the Fund will be subject to the following additional risks: General Market Risk, Allocation Risk, Sector Risk, Investment Advisor Risk, Operating Risk, New Fund Risk, Fund of Funds Risk, ETF Risks, Inverse ETF Risk, Control of ETFs Risk, Fixed Income Risk, Inflation Risk, Interest Rate Risk, Corporate Debt Securities Risk, Junk Bond Risk, Mortgage and Asset-Backed Securities Risk, Risks from Treasury Inflation-Protected Securities, Large-Cap Securities Risk, Small-Cap and Mid-Cap Securities Risk, Common Stock Risk, Preferred Stock Risk, Convertible Securities Risk, Warrants Risk, Foreign Securities Risk, Emerging Markets Risk, Currency Risk, Depository Receipts Risk, Derivatives Risk, Risks from Purchasing Options, Risks from Writing Options, Futures Risk, Swaps Risk, Short Sales Risk, Commodities Risk, Master Limited Partnership Risks, and Real Estate Risk. More information about these risks and other risks can be found in the Funds’ prospectus.
The Horizons West Multi-Strategy Hedged Income Fund is distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 17 Glenwood Ave, Raleigh, NC, 27603. There is no affiliation between Horizons West Capital Partners, LLC, including its principals, and Capital Investment Group, Inc.